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Y Combinator· 24 oct 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
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No Priors: AI, Machine Learning, Tech, & Startups· 18 sept 2026Pódcast · 2 vocesDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconPresenta: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:10:15EN
Sequoia Capital· 30 jun 2026PódcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
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Unsupervised Learning: With Jacob Effron· 10 sept 2025PódcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldPresenta: Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
46:35ENSequoia Capital· 13 nov 2024PódcastThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 7 nov 2024Pódcast · 2 vocesJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesPresenta: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
39:18ENSequoia Capital· 13 ago 2024PódcastOpen and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.
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Cognitive Revolution "How AI Changes Everything"· 6 may 2024PódcastTwo Weeks, Thirty Compiles: How Adam Majmudar Wrote a GPU From ScratchPresenta: Nathan LabenzA Cognitive Revolution walkthrough of TinyGPU, from SIMD kernels and memory latency to an open-source chip flow that runs on a laptop.
1:42:17ENCognitive Revolution "How AI Changes Everything"· 20 abr 2024PódcastThe Cheapest Inference Provider Is the Most DangerousPresenta: Nathan LabenzFireworks AI cofounders Lin Qiao and Dmytro Ivchenko explain why subsidized GPU bills vanish, how LoRA serving can cut cost a hundredfold, and why OpenAI is the rival that actually matters.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· 21 mar 2024Pódcast · 2 vocesSpeed Is the Thing You Can Buy: Baseten’s Bet on InferencePresenta: Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
2:30:06ENCognitive Revolution "How AI Changes Everything"· 22 dic 2023PódcastTrained on a Thirtieth of GPT-4's Tokens, Mamba Beat Transformers on Home TurfPresenta: Nathan LabenzIn a solo emergency episode, Nathan Labenz argues that Albert Gu and Tri Dao's selective state space model is the first architecture since 2017 that deserves to share the Transformer’s throne.
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Lex Fridman· 29 jun 2023Pódcast · 2 vocesWho owns the off switch? George Hotz on tinygrad, open-source AI, and GodInvitado: George Hotz · Presenta: Lex FridmanOn his third Lex Fridman podcast, the comma.ai and tiny corp founder argues that compute, intelligence, and the off switch should live in people's houses, not in a trusted few.
3:34:03ENLex Fridman· 2 jun 2023Pódcast · 2 vocesPython Isn't Finished: Chris Lattner on Mojo and the Hardware MessInvitado: Chris Lattner · Presenta: Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
52:11ENNo Priors: AI, Machine Learning, Tech, & Startups· 20 abr 2023Pódcast · 2 vocesJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentPresenta: Sarah Guo, Elad GilThe NVIDIA CEO tells No Priors how CUDA survived a decade without customers, why the company tries to stay lazy, and what he wants built for drugs and climate.
1:44:11ENLex Fridman· 27 ago 2019Pódcast · 2 vocesA Single GPU Is Enough: Jeremy Howard on Teaching Deep LearningInvitado: Jeremy Howard · Presenta: Lex FridmanThe fast.ai founder tells Lex Fridman why domain experts, not more papers or more TPUs, will decide whether deep learning actually helps people.
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Citadel SecuritiesPódcastJensen Huang on AI Factories, Digital Workers and Why the Build-Out Has Barely BegunNvidia's CEO tells a room of institutional investors how accelerated computing led to AI factories, and where agentic AI, robotics and sovereign AI go next.